Hybrid Wealth Planner (Part-Qualified) - Chartered Path

RGH Group; Town of Cambridge; Hybrid; AUD 86.339 - 115.119; Teilzeit

Benefits dieser Stelle

Pathway to Chartered status

Hands-on planning experience

Supportive culture with progression

Zusammenfassung

A growing financial services firm in Australia seeks a part-qualified Wealth Planner to join a supportive team. This hybrid role involves providing advice, working closely with senior Planners, and handling paraplanning tasks. The ideal candidate is Level 4 qualified with previous experience in paraplanning and strong communication skills. The firm offers a structured pathway to Chartered status, exposure to diverse responsibilities, and excellent opportunities for long-term progression.

Qualifikationen

• Minimum Level 4 qualified (CII Diploma or equivalent).
• Ambitious to achieve Chartered status.
• Previous paraplanning experience with strong technical knowledge.

Aufgaben

• Provide advice on less complex matters.
• Work closely with a senior Planner to build and maintain strong client relationships.
• Undertake paraplanning tasks including research and drafting suitability reports.
• Support administration processes including onboarding and valuations.

Kenntnisse

Client relationship building

Strong communication

Organizational skills

Technical knowledge

Proficient in Word, Excel, PowerPoint

Ausbildung

CII Diploma or equivalent

Jobbeschreibung

Location:Cambridge (hybrid working available)Salary:£45,000-£60,000An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners.

The Role

• Provide advice on less complex matters.
• Work closely with a senior Planner to build and maintain strong client relationships.
• Undertake paraplanning tasks including research, cash-flow modelling, and drafting suitability reports.
• Support administration processes such as onboarding, valuations, and client servicing.
• Ensure all advice and activity meets compliance and regulatory requirements.
• Develop technical knowledge, client-facing skills, and a sales mindset to support long-term career progression.

About You

• Minimum Level 4 qualified (CII Diploma or equivalent).
• Ambitious to achieve Chartered status.
• Previous paraplanning experience with strong technical knowledge.
• Strong communication, organisational, and relationship-building skills.
• Proficient in Word, Excel, PowerPoint.
• Professional, detail-focused, and proactive with a collaborative approach.

What's on Offer

• A structured pathway to Chartered status.
• Opportunity to gain hands-on planning experience alongside senior advisers.
• Exposure to both technical and client-facing responsibilities.
• Supportive, professional culture with excellent long-term progression.